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iShares California Muni Bond ETF
CMF

Overview Fund Activity

205 hedge funds and large institutions have $1.48B invested in iShares California Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.28%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
23
Increased
81
Reduced
57
Closed
21
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$95K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$516M
2
LPL Financial
LPL Financial
California
$28.4M
3
B
Bailard
California
$46.4M
4
Wells Fargo
Wells Fargo
California
$27.4M
5
CL
Choreo LLC
Illinois
$6.17M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$53.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$882K
3
US Bancorp
US Bancorp
Minnesota
$8.89M
4
EWA
EP Wealth Advisors
California
$1.62M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$10.3M +$1.62M +28,154 +19%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$10.1M -$54.1K -942 -0.5%
FCG
28
Financial Connections Group
California
$9.9M -$113K -1,960 -1%
WP
29
WealthSource Partners
California
$9.89M -$64.1K -1,117 -0.6%
FFA
30
First Foundation Advisors
California
$9.01M -$619K -10,786 -6%
US Bancorp
31
US Bancorp
Minnesota
$8.89M -$6.39M -111,303 -42%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$8.39M -$1.08M -18,826 -11%
Renaissance Technologies
33
Renaissance Technologies
New York
$8.29M +$1.07M +18,600 +15%
SEI Investments
34
SEI Investments
Pennsylvania
$8.24M +$1.44M +25,000 +21%
UCFA
35
United Capital Financial Advisors
Texas
$8.17M +$6.09K +106 +0.1%
Ameriprise
36
Ameriprise
Minnesota
$8.13M -$777K -13,541 -9%
MWM
37
Mission Wealth Management
California
$7.79M -$63.7K -1,109 -0.8%
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$7.69M +$96.2K +1,681 +1%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$6.68M +$955K +16,629 +17%
CL
40
Choreo LLC
Illinois
$6.17M +$6.17M +107,473 New
PA
41
Parallel Advisors
California
$5.95M +$3.89M +67,713 +189%
BPA
42
Beacon Pointe Advisors
California
$5.65M -$256K -4,454 -4%
LPAM
43
Lodestar Private Asset Management
California
$5.37M +$47.9K +834 +0.9%
Betterment LLC
44
Betterment LLC
New York
$5.23M +$791K +13,768 +18%
NL
45
Navalign LLC
California
$5.18M -$982K -17,100 -16%
Osaic Holdings
46
Osaic Holdings
Arizona
$5.09M -$114K -1,986 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$4.75M – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4.72M +$4.6M +80,057 +3,656%
CAN
49
Cetera Advisor Networks
California
$4.45M +$75.2K +1,309 +2%
AWS
50
AJ Wealth Strategies
New York
$4.19M +$12.2K +213 +0.3%
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